EP. 91 · 11.29.2025 · 1:21:45
PUBLIC MARKETS AND THE AI SUPERCYCLE
with Brad Gerstner
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EPISODE BRIEF — EP. 91 · PUBLIC MARKETS AND THE AI SUPERCYCLE Guest: Brad Gerstner · Published: 11.29.2025 · Duration: 1:21:45 【OVERVIEW】 Brad Gerstner joins The DAO to discuss public markets and the ai supercycle — and what it means for the trajectory of artificial intelligence over the next decade. 【KEY TAKEAWAYS】 1. Cold open: how we got here 2. Brad's view of the AI landscape 3. Where the puck is heading 4. Risks, regulation, and what keeps us up at night 5. Listener questions 【CHAPTERS】 00:00 — Cold open: how we got here 12:30 — Brad's view of the AI landscape 34:10 — Where the puck is heading 1:02:18 — Risks, regulation, and what keeps us up at night 1:25:00 — Listener questions 【TOPICS】AI Investment · AI 【WATCH】https://thedaopod.com/episodes/ep-91-brad-gerstner
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THE CONVERSATION
Brad Gerstner joins The DAO to discuss public markets and the ai supercycle — and what it means for the trajectory of artificial intelligence over the next decade.
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EP. 91 · PUBLIC MARKETS AND THE AI SUPERCYCLE
Brad Gerstner joins The DAO to discuss public markets and the ai supercycle — and what it means for the trajectory of artificial intelligence over the next decade.
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CHAPTERS
TIMELINE
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GUESTS
ON THE ROUNDTABLE
Founder, Altimeter Capital
Founder of Altimeter Capital. One of the most influential public-market investors in AI.
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FULL TRANSCRIPT
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0:00 · Cold open: how we got here
Key Moments
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